Careers


Career Opportunities

At Assante, we promote a positive and productive working environment that respects the entrepreneurial spirit. We reward forward thinking, commitment and success through competitive, performance-based compensation with generous benefits and recognition programs. As a fast-growing company, we offer many opportunities for advancement and encourage our advisors, corporate employees and branch staff to continuously build their skills and accreditation.

Current Job Openings

Job title: Administrative Assistant
Branch name: Assante Vancouver Centre, an independent branch of Assante Financial Management Ltd. and Assante Capital Management Ltd.
Branch location: Downtown Vancouver
Contact: [email protected] 
Application Close Date: September 30th, 2022
Job description

Assante Vancouver Centre branch is a premier wealth management firm with their office in downtown Vancouver. With over 30 years in the industry, our branch offers our clients a personalized and comprehensive planning experience.

Four of our highly successful and professional planners are merging to become a Super Practice and are looking to add a Super Administrative to the support team. They are looking to hire an Administrative Assistant to provide primary support for the Senior Admin group, Financial Planners as needed and contributing to the overall success of the team. This is a tremendous opportunity for an individual who wants to bring their proven administrative experience to new professional levels getting to join a newly formed team who is setting the pathways for their destined success as a bigger practice. In addition, this group sees the importance in having created a working culture where there is never a wrong time to catch up on how your colleagues weekend went, have a laugh over a funny story or take a personal moment to refresh the mind and top up your coffee!

This is a full-time position available immediately. Job will require working on premise.

Duties & Responsibilities:

  • Play an integral role as part of a team with the Senior administrators;
  • Assist in the completion of required materials and tasks before, during and after client meetings;
  • Assist with form preparation, statement requests and other administrative requirements as required;
  • Coordination of investment and insurance transactions/paperwork, including investment trades, account opening and compliance documents;
  • Tracking and follow up to ensure completion of investment and insurance transactions;
  • Follow up with head office, insurance or fund companies for information as required;
  • Maintain a strong understanding of industry regulations, policies & procedures, and compliance requirements;
  • Provide holiday coverage of other administrative team members;
  • Marketing or event support;
  • General administrative duties:
  • Use business tools and technology to organize team’s efficiencies and organization
  • Seek to improve current systems & processes
    • Meetings, appointments and professional development booking for advisors
    • Help organize data, information and files in File Servers, Team Manuals and CRM.

 

Experience and Qualifications

  • Minimum of two years of administration experience in financial services sector;
  • Preference given to someone who worked in a similar role in client service and/or financial administration;
  • Working knowledge of investment products and plans a requirement.

Skills & Abilities

  • Prioritization – Ability to take direction and work from multiple people often at once and understand and communicate expectations in terms of completion times and priority;
  • Client service focus – great demeanor, go above and beyond;
  • Proactive – looking to take on responsibilities that allow everyone to focus on their highest and best use of time;
  • Team oriented – Helpful, encouraging and supportive personality, as part of a team;
  • Precision – Ability to maintain a high level of accuracy and a strong attention to detail;
  • Communication – Strong and professional communication skills both written and verbal;
  • Compliant – Understanding of back-office procedures and compliance in a MFDA or IIROC environment;
  • Application Efficiencies – Highly proficient in Word, Excel, Outlook and SalesForce CRM;
  • Technical – Strong computer and technical skills in a Windows/PC environment.

Education/training:

  • Post-secondary education; or relevant work experience;

Thank you to all those that apply. Unfortunately, we will not be able to reach out to all applicants and will only be in contact with those that meet all the requirements of this position.

Branch: Assante Vancouver Centre, an independent branch of Assante Financial Management Ltd.
Branch location: Downtown Vancouver
Contact: [email protected]
Application Close Date: Ongoing

Job description
Assante Vancouver Centre branch is a premier wealth management firm with its office in downtown Vancouver. With over 20 years in operation and 10 practices encompassing 75 people, our AVC branch puts an equally, strong emphasis on delivering top level client service, continued learning with peer collaboration and enjoying our time together with a strong social culture. Joining our firm, you will quickly see why everyone has said they are with their forever work family!
One of our highly successful and established practices is growing and looking to add to their client relationship team. They are looking to bring on an experienced Planner to join their three other Planners in servicing their clients. This is a tremendous opportunity for a career-oriented person looking to join a full-service financial planning practice that focuses on assisting clients through major life changes such as Retirement, Divorce, Disability and Death.
If your career objective is to push your financial career forward whilst settling yourself down within a close-knit team, please reach out as we have the role for you!

Duties & Responsibilities:

  • Play an integral role as part of a team with the goal of providing a seamless client service experience
  • Attend client and prospect meetings with existing financial planners and independently
  • Assist with referral generation, through professional, personal and client opportunities
  • Assist in the preparation of financial plans, portfolio and insurance reviews and income tax reviews and presentation of same
  • Assist with tax preparation for clients
  • Ensure completion of all required materials and tasks before, during and after client meetings with support of administrative team
  • Liaise and assist with our client’s professional advisors including lawyers, accountants, and bankers as needed
  • Attend client, networking, or industry events

 

 Experience and Qualifications

  • Minimum of ten years of related work experience in financial services, ideally 5 years in a client servicing role
  • Established client book will be considered for amalgamation into practice, please share in your application if this is applicable
  • Preference to someone with a tax background
  • Working knowledge of investment and insurance products

 

Education/training

  • Financial Planning designation (CFP, RFP, PFP or CIM) successfully completed
  • Mutual Fund license either active or ability to be licensed
  • BC Life Insurance license or desire to obtain

 

Skills & Abilities

  • Preference will be given to applicants with a tax background, experience in a client-facing role and a detailed knowledge of financial planning principles
  • A highly motivated individual with a willingness to learn and be mentored by others
  • High interest in career development and taking on more advanced advisory responsibilities
  • Professional communication skills both written and verbal
  • Ability to multitask, maintain a high level of accuracy and demonstrate attention to detail
  • Team oriented–Helpful, encouraging, and supportive personality
  • Understanding of back-office procedures and compliance in a MFDA environment
  • Strong computer and technical skills in a Windows/PC environment
  • Proficient in Word, Excel, Outlook, and Salesforce

 

Please submit a resume and cover letter. Thank you to all those that apply. Unfortunately,we will not be able to reach out to all applicants and will only be in contact with those that meet all the requirements of this position.

Branch: Assante Vancouver Centre, an independent branch of Assante Financial Management Ltd.
Branch location: Downtown Vancouver and Surrey Panorama Ridge; ability to travel to both offices
Contact:  [email protected]
Application Close Date: Ongoing

Job description
Assante Vancouver Centre branch is a premier wealth management firm with its office in downtown Vancouver. With over 20 years in operation and 10 practices encompassing 75 people, our AVC branch puts an equally, strong emphasis on delivering top level client service, continued learning with peer collaboration and enjoying our time together with a strong social culture. Joining our firm, you will quickly see why everyone has said they are with their forever work family! One of our highly successful and established practices is growing and looking to add to their client relationship team. They are looking to bring on an experienced Planner to join their three other Planners in servicing their clients. This is a tremendous opportunity for a career-oriented person looking to join a full-service financial planning practice that focuses on assisting clients through major life changes such as Retirement, Divorce, Disability and Death. If your career objective is to push your financial career forward whilst settling yourself down within a close-knit team, please reach out as we have the role for you!

Duties & Responsibilities:

  • Play an integral role as part of a team with the goal of providing a seamless client service experience
  • Attend client and prospect meetings with existing financial planners and independently
  • Assist with referral generation, through professional, personal and client opportunities
  • Assist in the preparation of financial plans, portfolio and insurance reviews and income tax reviews and presentation of same
  • Assist with tax preparation for clients
  • Ensure completion of all required materials and tasks before, during and after client meetings with support of administrative team
  • Liaise and assist with our client’s professional advisors including lawyers, accountants, and bankers as needed
  • Attend client, networking, or industry events

 

 Experience and Qualifications

  • Minimum of ten years of related work experience in financial services, ideally 5 years in a client servicing role
  • Established client book will be considered for amalgamation into practice, please share in your application if this is applicable
  • Preference to someone with a tax background
  • Working knowledge of investment and insurance products

 

Education/training

  • Financial Planning designation (CFP, RFP, PFP or CIM) successfully completed
  • Mutual Fund license either active or ability to be licensed
  • BC Life Insurance license or desire to obtain

 

Skills & Abilities

  • Preference will be given to applicants with a tax background, experience in a client-facing role and a detailed knowledge of financial planning principles
  • A highly motivated individual with a willingness to learn and be mentored by others
  • High interest in career development and taking on more advanced advisory responsibilities
  • Professional communication skills both written and verbal
  • Ability to multitask, maintain a high level of accuracy and demonstrate attention to detail
  • Team oriented–Helpful, encouraging, and supportive personality
  • Understanding of back-office procedures and compliance in a MFDA environment
  • Strong computer and technical skills in a Windows/PC environment
  • Proficient in Word, Excel, Outlook, and Salesforce

 

Please submit a resume and cover letter. Thank you to all those that apply. Unfortunately,we will not be able to reach out to all applicants and will only be in contact with those that meet all the requirements of this position.

Please indicate the position you are applying for in the subject line of your email.